AWM

Aberdeen Wealth Management Portfolio holdings

AUM $150M
1-Year Est. Return 14.77%
This Quarter Est. Return
1 Year Est. Return
+14.77%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$152M
AUM Growth
+$4.15M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
174
New
Increased
Reduced
Closed

Top Buys

1
+$518K
2
+$508K
3
+$341K
4
EEMV icon
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
+$332K
5
VSS icon
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
+$259K

Top Sells

1
+$1.72M
2
+$802K
3
+$627K
4
MCD icon
McDonald's
MCD
+$472K
5
UNH icon
UnitedHealth
UNH
+$398K

Sector Composition

1 Technology 17.41%
2 Healthcare 12.9%
3 Industrials 10.61%
4 Consumer Staples 9.46%
5 Financials 8.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$620K 0.41%
147
77
$618K 0.41%
6,986
+1
78
$618K 0.41%
3,962
79
$588K 0.39%
20,302
+476
80
$581K 0.38%
612
81
$573K 0.38%
2,111
82
$572K 0.38%
1,583
-62
83
$566K 0.37%
3,320
-325
84
$557K 0.37%
5,433
85
$543K 0.36%
2,436
86
$530K 0.35%
2,811
+94
87
$521K 0.34%
6,678
-200
88
$512K 0.34%
6,117
-100
89
$510K 0.34%
3,732
90
$509K 0.34%
1,008
91
$498K 0.33%
12,558
+300
92
$477K 0.31%
3,630
-50
93
$468K 0.31%
5,997
+38
94
$458K 0.3%
1,674
95
$445K 0.29%
2,069
96
$442K 0.29%
18,463
97
$436K 0.29%
4,475
+3
98
$415K 0.27%
995
99
$412K 0.27%
1,788
100
$403K 0.27%
5,456
2 3
4
5 6